Cary Street Partners’s Shell SHEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.53M	Buy	78,585 +2,655	+3%	+$187K	0.16%	154
2025 Q1	$5.56M	Sell	75,930 -4,625	-6%	-$339K	0.18%	134
2024 Q4	$5.05M	Buy	+80,555	New	+$5.05M	0.16%	136